Salaried Wealth Manager

About the position

KZN, JHB or CPT - We are seeking dynamic and experienced professional financial planners/ wealth managers to join a leading Financial Services provider. With a basic salary offering and a lucrative commission structure, this is an exciting opportunity for success!
Our client is a leading financial services provider who provide various services and offerings ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services.

The role requires experienced advisors to provide professional advice to its already well-established book of clients and members. You will be working with new and existing client base supplied by the company which is an exciting opportunity to provide your expert financial advice 

Responsibilities:

• Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
• Prospect and obtain new clients in the market to add to it's already extensive book
• Provide financial products and services in a professional manner, building rapport and confidence in the clients.
• Maintain ongoing communication with clients
• Develop comprehensive financial plans tailored to individual client
• Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
• Stay informed about market trends and economic developments
• Assess clients’ risk tolerance and recommend appropriate risk management strategies
• Provide advice on Investment and Risk Products.
• Identify opportunities for cross-selling and upselling financial services
• Network with professionals, attend industry events, and participate in marketing initiatives
• Ensure compliance with industry regulations and ethical standards.
• Maintain accurate records and documentation.
• Stay updated on changes in financial laws and regulations.
• Prepare regular reports for management and clients.

Requirements

• Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ Bcom/Finance-related qualifications)
• RE5 Non-Negotiable
• Driver's License and own vehicle Non-negotiable
• Relevant Class of Businesses in place
• Fit and Proper
• Minimum 3 Years in Financial Planning Role
• Excellent command of Microsoft Excel or related software

Remuneration

• R20 000 - R30 000 Basic Salary (Experience/Qualification dependent)
• Lucrative Commission Structure 

Please note, only shortlisted candidates will be contacted

Desired Skills:

• RE5
• Sales and Communication Skills
• Excellent Numeracy acument and understanding
• Meticulour and attentive to detail
• Financial Planning